Data / Investment advisers / Wisconsin / The Milwaukee Company
The Milwaukee Company, Thiensville, WI: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Milwaukee Company is an SEC registered investment adviser with its main office in Thiensville, Wisconsin and reports $1.3 billion in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include investment companies, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 123452
- SEC file number
- 801-62584
- SEC status
- Approved, effective April 29, 2004
- Legal name
- Estate Counselors, LLC
- Main office
- 414 N. Main Street, Thiensville, WI 53092
- Phone
- (262) 238-6980
- Regulatory AUM
- $1,345,777,922 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $1,345,777,922
- Accounts
- 319
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $730.2 million |
| High net worth individuals | 29 | $484.5 million |
| Corporations or other businesses | 17 | $126.7 million |
| Individuals (other than high net worth individuals) | 8 | $4.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.35 billion | March 16, 2026 |
| December 1, 2025 | $1.14 billion | April 25, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Campbell Newman Asset Management Inc | Milwaukee | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Isthmus Partners, LLC | Madison | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Sentry Investment Management, L.L.C. | Stevens Point | $1.43 billion | Not listed | adviserinfo.sec.gov |
| Mason Wells, Inc. | Milwaukee | $1.42 billion | 4 | adviserinfo.sec.gov |
| Packerland Brokerage Services, Inc. | Green Bay | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Capital Investment Services of America Inc | Milwaukee | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Madison Partners | Madison | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Associated Investment Services, Inc. | Green Bay | $1.17 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- The Milwaukee Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.